retail-discover-portfoliolisted

Discover an unfamiliar retail data portfolio before per-table onboarding. Produces one metadata-only Layer-A survey across every reachable table, proposes non-critical domain and first-delivery scope decisions, delegates selected tables to retail-onboard-table for Layer-B profiling, and hands off to the existing business-knowledge-interview. Never samples source values, self-confirms a decision, or advances beyond the interview handoff.
Kemetra/Seshat-BI · ★ 2 · AI & Automation · score 68

Install: claude install-skill Kemetra/Seshat-BI

# retail-discover-portfolio Use this skill when the owner has an unfamiliar database schema or file folder and needs a governed route from portfolio discovery to the business interview. ## Boundary This is an agent-conducted flow, not a new state engine or CLI workflow: portfolio discovery -> domain -> scope -> selected-table onboarding -> interview handoff -> STOP - Layer A is the metadata-only portfolio survey in templates/portfolio-survey.md. - Layer B is the existing value-backed, per-table Source Ready profile owned by retail-onboard-table. - Never create a second profiler or author mappings/<table>/source-profile.md here. - Never select a scale-out route. Record scale evidence for the existing silver_gold_model_planning boundary to decide later. - Read the existing stage contracts and committed artifacts to derive exactly one next action. Create no run-state, projection, or routing file. The golden reference shapes are: - tests/fixtures/portfolio-survey/db-schema/survey.md - tests/fixtures/portfolio-survey/file-folder/survey.md ## 1. Produce the Layer-A survey For a database schema: 1. Call seshat.portfolio_enumerate.enumerate_tables(schema). This helper is the only DB table-enumeration path. Do not issue a raw information_schema.tables query, and do not catch raw config, driver, or connection exceptions. 2. If it returns an error, show only that redacted error. If no metadata is readable, STOP and name the unblock: configure the gitignored .e